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Carryover address from details tab to bill to & insurance tab

If I update a client's address on their "details" tab, allow me to carry it over or have it be automatically copied to the client's "bill to & insurance" tab so I don't have to type it twice.
Guest over 2 years ago in Clients & Groups 1 Future consideration

multiple accounts with same email

There are several families that I work with who have me work with the members individually. Thus, I keep individual accounts for these INDIVIDUALS. However, the parents are all stuck in a bind where they can't use the same email for their own prof...
Guest over 2 years ago in Notes & Cases 0 Already exists

Add time filter to the calendar

Add a time filter to the calendar so I can hone in on a specific part of the day.
Guest over 2 years ago in Calendar & Scheduling 1 Future consideration

Create invoice from the appointment block

Allow me to create a client's invoice from their appointment block on the calendar.
Andrea Davis almost 4 years ago in Calendar & Scheduling 1 Future consideration

Select forms when using "New Appointment" link

When new clients click the "New Appointment" link, they are able to schedule an appointment, create a portal account, and all intake forms marked as "Default" are automatically sent to their portal account. Allow me to select which forms are sent ...
Guest over 4 years ago in Practice Management & Administration 0 Future consideration

Filter agenda by balance due

Allow me to filter the agenda by client balance.
Guest over 2 years ago in Calendar & Scheduling 0 Future consideration

Add the Life Events Checklist as an intake form

Add the Life Events Checklist as an intake form so I don't have to recreate it in TheraNest.
Guest over 1 year ago in Clients & Groups 0 Future consideration

Add the Interpersonal Inventory as an intake form

Add Interpersonal Inventory as an intake form so I don't have to recreate it in TheraNest.
Guest over 1 year ago in Clients & Groups 0 Future consideration

Report on pending portal forms

Allow me to run a report that shows all the pending forms for the clients that are assigned to me so that I don't have to go into each client's chart individually.
Guest about 3 years ago in Reporting 1 Future consideration

Show client note on payment alert

When a client makes a payment through the client portal, if they also include a note with the payment then show the note on the payment alert that I receive in TheraNest.
Guest over 4 years ago in Messaging & Notifications 0 Future consideration